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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-15 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
305 Spindrift Drive, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Brokerage Services, Llc | Jupiter | FL | 04/2020 | Present |
| One Life America | Blue Springs | MO | 06/2017 | 04/2020 |
| Unemployed | Tonawanda | NY | 12/2013 | 06/2017 |
| Blackridge Asset Management, Llc | Jupiter | FL | 08/2022 | Present |
1. Blackridge Asset Management, LLC; IAR; Approx. amount of hours a week: 1; Approx. amount of hours spent during trading hours: 1. 2. DBA - Xecutive Wealth Strategies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-21 |
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